The unconfirmed rumor about Lyfgenia potentially receiving an NTAP designation by the start of FY25 has led to a spike in Bluebird Bio's stock price. This designation would not only validate the therapy's significance but also potentially increase its market access and adoption, thus positively impacting the company's financial outlook and stock valuation in the short term. The emphasis on SCD therapies by HHS further supports the likelihood of this outcome, although the rumor's unconfirmed status introduces uncertainty.